If you are an expat, especially an American/U.S. connected person, and either would like to invest outside the U.S., or have past investments outside the U.S., then you know the challenges of finding access to an investment product and one that is tax compliant.

What are Universal Access Bonds®

The UABs® structure allows investors to invest in a portfolio of securities through one bond.

  • The UAB® has potential applicability to anyone working to meet FATCA or CRSneeds.
  • The value of the UAB® is directly related to the value of the underlying fund.
  • Capital gains and income of the underlying fund are transparent, and our reporting allows the investor to be fully compliant with their individual tax reporting.
  • Subscriptions and redemptions occur monthly.
  • UAB® PLC is considered a Passive Foreign Investment Company (“PFIC”), with the QEF election option, for U.S. federal income tax purposes.

UABs® have top tied asset managers and can be tailored to your risk appetite, as well as being available in multiple currencies.

Want To Find Out More?

Universal Access Bonds® are available through a range of financial advisers operating across the world.  If you would like to be introduced to one or more operating in your country then please email us at info@UABonds.com and we will be happy to connect you.